Call (561) 210-7887 to schedule a no-obligation consultation with Jon Ulin, CFP®, Managing Principal and founder of Ulin & Co. Wealth Management serving clients in South Florida and nationwide (est. 2002)  Feel confident about your wealth. Plan Your Best Life® to help achieve financial security and a lasting legacy. Meetings can be held at our office or by zoom.

MAP: 301 Yamato Road Ste: 3150  Boca Raton, FL 33431

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Ulin & Co. Wealth Management is a trusted, independent advisory firm serving successful individuals, multi-generational families, retirees, entrepreneurs and business owners for over two decades. We serve as your personal CFO” and advocate by providing fee-based portfolio management and comprehensive financial planning expertise, which includes retirement income, asset protection, tax, insurance, health care and estate planning strategies.

As a fiduciary, Ulin & Co. brings an independent approach to wealth management that helps minimize conflicts of interest. We partner with Charles Schwab and Fidelity to provide dynamic service in asset custody and management.

Founded on traditional values, our boutique firm works as hard to build trust and long-lasting relationships with our clients as we do to manage and conserve wealth. We have established a reputation for accountability and clarity, and truly treat you like family.  Our team is available 24/7 for our client’s questions and service needs – while providing monthly calls and quarterly review meetings. Our clients also benefit from our weekly newsletters along with quarterly client events. 



Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients.  The following areas can help add trust, confidence and value when working with an independent advisor and firm. 

Can your broker provide all the following value propositions? The stakes are too high to accept anything less. 

  • Independent SEC Registered Investment Advisor (RIA) firm affiliate
  • Recognized CERTIFIED FINANCIAL PLANNER™ professional
  • Multi-custodial firm with Charles Schwab, Fidelity & Pershing
  • Your money is held by an independent custodian, not the advisor firm.
  • Customized guidance based on your entire financial picture
  • A fee management structure that is simple to understand
  • A relationship that’s responsive, attentive, and personal
  • A fiduciary focus, putting your interests first


Life Event Center

Gain advice on a wide variety of life events from changing jobs, retirement, starting or selling a business, buying or selling a house, getting married, divorce planning, loss of a spouse, settlement options, inheritance strategies, health care planning, Social Security enrollment and more. Don’t go at it alone!

Business Center

Our firm provides small businesses, corporations and organizations with customized planning advice, combined with access to a robust platform of turn-key retirement plan, insurance and investing products and solutions for business owners, key employees and employee benefits programs.  Over the past couple of decades, Jon has personally worked with many small business owners to implementing employee worksite programs for regional locations of many high-tech Fortune 500 companies including IBM, Sprint and Microsoft Latin America.

Family Office

We can help ultra high net worth business founders and entrepreneurs partner with family offices and trust companies while working as their advocate and primary point of contact. Often, a family office provides sophisticated financial planning through an integrative approach. Combining asset management, cash management, risk management, financial planning, lifestyle management,  tax planning, charitable giving and other services, family offices help clients navigate the complex world of wealth management and legacy planning. 


1 Top 13 Questions When Selecting a Financial Advisor
2 Why You Need a Financial Advisor: Five Tips for Finding the Right One
3. The Power of Financial Advisor Partnerships

“If you want to go fast, go alone. If you want to go far, go together.” —African Proverb

Start a conversation with us today by completing the following request form and we will be in touch!

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